Adding a contact for an opportunity

There must be contacts for the account before you can add a contact to an opportunity.

If the contact list is empty or the contact is not listed, click New Contact to create one. The system automatically links the new contact to the entity.

  1. Open the opportunity.
  2. Expand the Contacts section.
  3. Click Add.
  4. From Select Contact screen, select one or several contacts.
  5. From the drop down menu, select the role of the contact.
  6. Click Apply.